First Business Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

First Business Financial Services’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.32M	Hold	54,244	–	–	0.3%	37
2025 Q4	$2.43M	Hold	54,244	–	–	0.22%	47
2025 Q3	$2.42M	Sell	54,244 -260	-0.5%	-$11.4K	0.22%	44
2025 Q2	$2.31M	Hold	54,504	–	–	0.21%	48
2025 Q1	$2.55M	Hold	54,504	–	–	0.25%	43
2024 Q4	$2.33M	Hold	54,504	–	–	0.23%	43
2024 Q3	$2.39M	Hold	54,504	–	–	0.24%	38
2024 Q2	$2.48M	Buy	54,504 +260	+0.5%	+$12.1K	0.26%	31
2024 Q1	$2.56M	Hold	54,244	–	–	0.27%	30
2023 Q4	$2.27M	Sell	54,244 -772	-1%	-$33K	0.26%	31
2023 Q3	$2.49M	Sell	55,016 -1,968	-3%	-$86.1K	0.32%	23
2023 Q2	$2.31M	Buy	56,984 +772	+1%	+$31.4K	0.29%	26
2023 Q1	$2.33M	Buy	56,212 +1,968	+4%	+$84.1K	0.29%	23
2022 Q4	$2.37M	Buy	54,244 +32,462	+149%	+$1.41M	0.32%	20
2022 Q3	$1.98M	Sell	21,782 -32,462	-60%	-$1.23M	0.28%	21
2022 Q2	$1.94M	Buy	54,244 +2,394	+5%	+$96K	0.26%	27
2022 Q1	$1.98M	Buy	51,850 +900	+2%	+$31.2K	0.22%	30
2021 Q4	$1.41M	Buy	50,950 +10,500	+26%	+$297K	0.15%	56
2021 Q3	$1.05M	Hold	40,450	–	–	0.12%	67
2021 Q2	$1.09M	Hold	40,450	–	–	0.13%	59
2021 Q1	$992K	Hold	40,450	–	–	0.13%	50
2020 Q4	$767K	Hold	40,450	–	–	0.11%	60
2020 Q3	$606K	Buy	40,450 +1,000	+3%	+$17.8K	0.1%	64
2020 Q2	$747K	Buy	39,450 +8,760	+29%	+$163K	0.13%	43
2020 Q1	$446K	Buy	+30,690	New	+$728K	0.09%	63
2017 Q3	–	Sell	-497,252	Closed	-$16.1M	–	89
2017 Q2	$16.1M	Buy	497,252 +20,592	+4%	+$692K	3.31%	10
2017 Q1	$16.7M	Buy	+476,660	New	+$17.2M	3.51%	10
2014 Q4	–	Sell	-151,648	Closed	-$6.87M	–	82
2014 Q3	$6.87M	Buy	151,648 +19,166	+14%	+$928K	2.49%	11
2014 Q2	$6.63M	Buy	+132,482	New	+$6.27M	2.46%	11

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

First Business Financial Services's XLE Position: Q1 2026 in Review

First Business Financial Services held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 54,244 shares worth $3.32M. The position accounts for 0.3% of the portfolio, ranked #37.

First Business Financial Services first reported a position in XLE in Q2 2014 and has held it in 29 quarters since. The position peaked at $16.7M in Q1 2017. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

First Business Financial Services held 54,244 shares of State Street Energy Select Sector SPDR ETF worth $3.32M as of Q1 2026.
First Business Financial Services left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.3% of First Business Financial Services's portfolio in Q1 2026, its #37 holding.
First Business Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and has held it in 29 quarters since.
First Business Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $16.7M in Q1 2017.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.